Roles That Can Create Global Views: Manager, Admin, Owner

Roles That Can Create Private Views: Watcher, Agent, Manager, Admin, Owner

Table Of Contents

1. How To Add A New View?
2. How To Find My Views?

How To Add A New View?

To add a new View to your workspace:

1. Go to the Requests tab,
2. Select the slider icon on the top bar, right next to the search bar,
3. In the new window, tick boxes to filter out your requests,
4. Select the square icon next to the search bar,
5. In the new window, enter the name of your view and pick its type,
6. Select the "Create view" to save it.

How To Find My Views?

To find the Views you’ve created:

1. Go to the Requests tab,
2. Find the "Select your view" bar, right next to the Create view icon,
3. Select the drop-down arrow on the "Select your view" bar to reveal the Views you've created so far.
4. Choose the View you want to use, and your workspace will reload to show your Requests in the selected View.

Updated on: 20/03/2024